WQ

Wealth Quarterback Portfolio holdings

AUM $259M
1-Year Est. Return 20.42%
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$3.16M
2 +$2.97M
3 +$1.2M
4
NOC icon
Northrop Grumman
NOC
+$938K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$845K

Top Sells

1 +$6.18M
2 +$910K
3 +$787K
4
DG icon
Dollar General
DG
+$716K
5
RTX icon
RTX Corp
RTX
+$682K

Sector Composition

1 Technology 9.35%
2 Financials 5.31%
3 Consumer Staples 5%
4 Healthcare 4.56%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,633